Save new Clio contacts to Citrix ShareFile as new client users

Rather than copy them over yourself, let automation move contacts between your apps. With this integration, Zapier will watch for new Clio contacts and automatically create new client users your ShareFile account for each new name we detect. It's an easy way to add your important client contacts to ShareFile while eliminating duplicate work or possible errors, and only takes a few minutes to set up.

How It Works

  1. A new contact is created in Clio
  2. Zapier automatically adds that contact to ShareFile as a new client user

What You Need

  • Clio account
  • ShareFile account
Save new Clio contacts to Citrix ShareFile as new client users
Clio integration logo

Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.

Citrix ShareFile integration logo

Citrix ShareFile is an enterprise "follow-me" data solution that makes it easy for users to store, sync and share data securely from any device, anywhere!

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